PIMCO RealPath Blend 2045 Fund (PVQNX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PVQNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PVQNX
PVQNX charges 0.06% annually. There are 61 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | PVQNX vs PMTIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PVQNX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | PVQNX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | PVQNX vs PTDIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | PVQNX vs LTSTX |
Best Risk-Adjusted Alternatives to PVQNX
PVQNX has a PortfoliosLab risk / return rank of 68. There are 182 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | PVQNX vs FIRVX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | PVQNX vs PADLX | |
| Fidelity Managed Retirement Income Fund Class K | 85 | — | Aug 2019 | PVQNX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 85 | — | Aug 2019 | PVQNX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | PVQNX vs FRAMX |
Top Performing PVQNX Alternatives (YTD)
PVQNX is at 10.56% YTD. There are 262 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | PVQNX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | PVQNX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | PVQNX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | PVQNX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.58% | — | Aug 2014 | PVQNX vs FVTKX |
Lowest Volatility Alternatives to PVQNX
PVQNX has 11.08% 1-year volatility. There are 375 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.57% | — | Nov 2015 | PVQNX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | PVQNX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.30% | — | Oct 2009 | PVQNX vs FIKFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | PVQNX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | PVQNX vs FRQIX |
Lowest Drawdown Alternatives to PVQNX
PVQNX has a 1-year max drawdown of -8.24%. There are 381 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | PVQNX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | PVQNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PVQNX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | PVQNX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | PVQNX vs FRKMX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 45 | 1.54% | — | Mar 2007 | PVQNX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 2 | -0.66% | — | Dec 2002 | PVQNX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 39 | 1.34% | — | Apr 2007 | PVQNX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 25 | 1.05% | — | May 1987 | PVQNX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 7 | -1.37% | — | Dec 2001 | PVQNX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 43 | 1.49% | — | — | PVQNX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 33 | 9.24% | — | Aug 2007 | PVQNX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 12 | 1.12% | — | Oct 2004 | PVQNX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 12 | 0.96% | — | Dec 1992 | PVQNX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 41 | 12.84% | — | Oct 2003 | PVQNX vs PISIX |
Often Compared With PVQNX
Investors most often compare PVQNX with SWPPX, PDEJX, FFFAX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare PVQNX with Any Fund or Stock
Compare PVQNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PVQNX with funds that move differently
PIMCO RealPath Blend 2045 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PVQNX.
Explore PVQNX Diversifiers